Cloud Computing
Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.
64 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 476 |
CAM
Capstone Asset Management
Houston,
Texas
| $154M | +$4.71M | 12 | 4.63% | Increased |
|
| 477 |
SW
SVB Wealth
Boston,
Massachusetts
| $154M | -$3.87M | 9 | 6.27% | Reduced |
|
| 478 |
Advisors Asset Management
Monument,
Colorado
| $153M | +$12.2M | 11 | 2.48% | Increased |
|
| 479 |
Huntington National Bank
Columbus,
Ohio
| $153M | -$25.1M | 12 | 3.82% | Reduced |
|
| 480 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
| $151M | +$1.67M | 4 | 3.56% | Increased |
|
| 481 |
HM Payson & Co
Portland,
Maine
| $150M | +$771K | 7 | 7.51% | Increased |
|
| 482 |
Douglas Lane & Associates
New York
| $150M | +$1.03M | 6 | 4.32% | Increased |
|
| 483 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| $150M | -$27.3M | 12 | 0.62% | Reduced |
|
| 484 |
WAM
World Asset Management
Detroit,
Michigan
| $149M | +$1.69M | 11 | 5.72% | Increased |
|
| 485 |
Handelsbanken Fonder
Stockholm,
Sweden
| $149M | +$12.5M | 8 | 6.1% | Increased |
|
| 486 |
Welch & Forbes
Boston,
Massachusetts
| $148M | +$557K | 8 | 4.53% | Increased |
|
| 487 |
Westwood Holdings Group
Dallas,
Texas
| $148M | +$1.88M | 6 | 1.31% | Increased |
|
| 488 |
Saturna Capital
Bellingham,
Washington
| $148M | -$438K | 6 | 4.72% | Reduced |
|
| 489 |
Ariel Investments
Chicago,
Illinois
| $146M | +$2.47M | 3 | 1.83% | Increased |
|
| 490 |
FFA
First Foundation Advisors
Irvine,
California
| $145M | -$16.7M | 8 | 10.43% | Reduced |
|
| 491 |
Gofen & Glossberg
Chicago,
Illinois
| $145M | -$774K | 6 | 6.06% | Reduced |
|
| 492 |
Första AP-fonden
Stockholm,
Sweden
| $144M | +$146M | 3 | 4.17% | New |
|
| 493 |
CC
Cannell & Co
New York
| $143M | -$29.4K | 7 | 5.22% | Reduced |
|
| 494 |
CM
CS McKee
Pittsburgh,
Pennsylvania
| $143M | -$24.8M | 4 | 6.12% | Reduced |
|
| 495 |
London Company of Virginia
Richmond,
Virginia
| $143M | -$103M | 3 | 1.1% | Reduced |
|
| 496 |
PHS
PFM Health Sciences
San Francisco,
California
| $143M | -$108M | 3 | 4.31% | Reduced |
|
| 497 |
VM
Valinor Management
New York
| $143M | +$5.46M | 2 | 4.76% | Increased |
|
| 498 |
Brighton Jones LLC
Seattle,
Washington
| $142M | +$11.5M | 6 | 25.1% | Increased |
|
| 499 |
HBK Investments
Dallas,
Texas
| $142M | +$65.8M | 6 | 1.04% | Increased |
|
| 500 |
Alpha Wave Global
New York
| $141M | -$12.9M | 2 | 10.36% | Reduced |
|